This article will explain how to set up a tax exempt customer class in Counterpoint, so that customers in this class will not be charged tax if they have created an account on the site.

Step-by-step guide

  1. In Counterpoint, from the main menu go to Setup → Ecommerce → Control, and open the form.
  2. Navigate to the "Customers" Tab.
  3. At the bottom of the form, under "Tax exempt tax codes", there are four input fields for selecting a tax code. You may select a "tax exempt" code in any of the 4 fields here.

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    Instructions on how to set up a Tax exempt tax code are outside the scope of this article - if you need help setting up such a code, your Counterpoint partner should be able to provide you with assistance.

  4. Make sure the Customer records for the customers you are giving the exemption to have been assigned to this tax code (from the main menu - Customers → Customers ) and is set as an ecommerce customer.
  5. Once that customer has synced up to magento, they will be placed in a "Tax Exempt" customer group, with rules set up not to charge any tax on items or shipping. If the group does not already exist when uploaded, the sync will create the group automatically.

    If you sync up a tax exempt customer this way, note that the "Tax Exempt" group created will replace whatever other group the customer would have been in as defined by their Customer Category.